Peninsula Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Peninsula Wealth’s Portfolio IXUS Stock Details IXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$276K	Buy	+4,168	New	+$289K	0.05%	93

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Peninsula Wealth's IXUS Position: Q4 2024 in Review

Peninsula Wealth opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024: 4,168 shares worth $276K. The stake represents 0.05% of the portfolio and ranks #93 among its holdings.

789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

Peninsula Wealth held 4,168 shares of iShares Core MSCI Total International Stock ETF worth $276K as of Q4 2024.
iShares Core MSCI Total International Stock ETF was a new Peninsula Wealth position in Q4 2024.
iShares Core MSCI Total International Stock ETF made up 0.05% of Peninsula Wealth's portfolio in Q4 2024, its #93 holding.
789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.